Montlake Capital Management, LLC
Montlake Capital Management, LLC (CRD# 292299) is a financial advisory firm headquartered in , . They manage $4,315,587 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Montlake Capital Management, LLC
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts5ACCOUNTS
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Average Account Value$863,117
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Montlake Capital Management, LLC
1
David Lewis (CRD# 4553188) is an Investment Advisor Representative working at Montlake Capital Management, LLC in Dallas, TX and has over 24 years of experience in the finance industry.
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